Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - Decennium Opportunity vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - Decennium Opportunity
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.56%
2.77%
6 Months
11.47%
8.02%
1 Year
5.40%
5.50%
3 Years
7.77%
7.60%
5 Years
—
9.19%
Since Inception
9.99%
14.35%
Fund Age
4 yrs 9 mo
5 yrs 9 mo
AUM
₹144.91 Cr
₹11.85 Cr
Alpha – 1 Year
0.68%
0.78%
Alpha – 3 Years
−4.32%
−4.49%
Information Ratio – 3 Years
0.13
-0.44
Volatility – 1 Year
24.35%
20.18%
Volatility – 3 Years
20.17%
17.74%
Beta – 1 Year
1.26
1.11
Beta – 3 Years
1.11
1.06
Sharpe Ratio – 1 Year
0.11
0.10
Sharpe Ratio – 3 Years
0.39
0.27
Worst Rolling Year
7.72%
7.60%
Value at Worst Rolling Year
₹1.08 Cr
₹1.08 Cr
Deepest Drawdown
−31.10%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.92%
14.22%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 33% · M 4% · S 58%
—
Number of Stocks
15
—
Portfolio P/E
50.52
—
Top 5 Holdings
Craftsman Automation Ltd · 8.39%
Syrma SGS Technology Ltd · 8.34%
Polycab India Ltd · 7.32%
Venus Pipes & Tubes Ltd · 7.12%
Caplin Point Laboratories Ltd · 6.39%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
Top Sectors
Capital Goods · 32.05%
Healthcare · 12.19%
Financial Services · 12.10%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
0% / 0% / 0%